Enlightened Advisors Wealth Management (EAWMLLC) offers portfolio management services based on individual client goals and risk tolerance. They create investment plans and monitor portfolios regularly. EAWMLLC also provides financial planning services covering investments, insurance, taxes, retirement, college, and debt. EAWMLLC generally limits its investment advice to structured products, mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds and commodities.
Assets Under Management$8.4M
Clients42
Advisors1
Avg. per Client$200K
Avg. per Advisor$8.4M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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